Westco Investment Corp.
Firm details
- Headquarters
- Lynbrook, New York
- CRD number
- 20744
- Registered since
- October 5, 1987
- Website
- www.westcofinancialgroup.com
Firm profile
FINTRXOverview
Westco Investment Corp. is a corporation that has been SEC-registered since 1987 and is owned by an individual. Public records classify the entity as unclassified and indicate it does not operate as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser or pension consultant. The firm’s public profile contains limited disclosure about its advisory activities and external affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Westmacott
President, CEOCRD 1252665
Contacts
3 of 6Kathryn Domack
PresidentCRD 5378997
Ana Carter
FinOpCRD 4424794
Kenneth Hehir
Investment Adviser RepresentativeCRD 1414491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$95.2M in ETFs
98%
$93M
2%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $27.7M | 37,092 | 29.10% |
Location
Lynbrook, NY
Nassau
Location
Lynbrook, NY
Headquartered in Lynbrook, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 77 Hempstead Ave
- Time zone
- ET (UTC-5)
- Office locations
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